Bartlett & Co’s Invesco S&P 500 Revenue ETF RWL Stock Holding History

Bartlett & Co’s Portfolio RWL Stock Details RWL Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2023 Q1	–	Sell	-493	Closed	-$36K	–	1082
2022 Q4	$36K	Buy	+493	New	+$36.5K	﹤0.01%	625

Other funds holding RWL

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Allworth Financial Folsom, California $24.7B AUM 15.55% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

FFW

Fusion Family Wealth Woodbury, New York $1.34B AUM 18.88% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

EFL

ERn Financial LLC Middleton, Wisconsin $532M AUM 15.53% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Bartlett & Co's RWL Position: Q1 2023 in Review

Bartlett & Co sold out of Invesco S&P 500 Revenue ETF (RWL) in Q1 2023, closing a stake of 493 shares — an estimated $36K sold.

Bartlett & Co first reported a position in RWL in Q4 2022 and held it in 1 quarter. The position peaked at $36K in Q4 2022. 147 funds tracked by Wall St. Rank hold RWL as of Q1 2023.

Bartlett & Co reported no remaining Invesco S&P 500 Revenue ETF position as of Q1 2023 after selling out during the quarter.
Bartlett & Co sold 493 Invesco S&P 500 Revenue ETF shares in Q1 2023, an estimated $36K.
Bartlett & Co first reported a position in Invesco S&P 500 Revenue ETF in Q4 2022 and held it in 1 quarter.
Bartlett & Co's Invesco S&P 500 Revenue ETF position peaked at $36K in Q4 2022.
147 funds tracked by Wall St. Rank held Invesco S&P 500 Revenue ETF as of Q1 2023.

Based on Bartlett & Co's 13F filing for Q1 2023, filed 6 Apr 2023.